FREQUENTLY ASKED QUESTIONS
These are the questions frequently asked, if your question isn't addressed please use the chat function (during UK Working hours) or email us on info@invoiceref.com -Thanks
Getting Started
This sections provides answers to the most common questions we are asked when setting up the invoiceREF app. The answers include links to short videos that show and demonstrate how the app is set-up and how it works.
Finding the App
The invoiceREF app is available in the Apple APP Store and Google APP Store. To install it on your phone go to teh store and type in invoiceREF in the search bar and you will find our Yellow and Black icon and listing (you may need to scroll past other apps but it's worth it - especally as you get three months free to trial the app.
Installing
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Initial Set-up
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Home Screen
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Create a Customer
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Create an invoice
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Invoice Description
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Due Date
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Line Items
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Add Account Details
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Add VAT
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Ready to Send
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Correcting Errors
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Sending the invoice
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What your customer receives
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Creating another invoice
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Deleting an invoice
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FAQ's
- Managing your invoices
Using the ease & simplicity of invoiceREF
Getting the most out of the invoiceREF is straight-forward and intuitive but sometimes there's an even easier way!
Find an invoice
The invoiceREF app is available in the Apple APP Store and Google APP Store. To install it on your phone go to teh store and type in invoiceREF in the search bar and you will find our Yellow and Black icon and listing (you may need to scroll past other apps but it's worth it - especally as you get three months free to trial the app.
List invoices by status
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Confirm a payment
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Chase Overdue
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Edit the text of the e-chaser
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Dashboard Donut
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Quick Links
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Filters
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Settings
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Excel Book-Keeping reports
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Using Post-IT Service
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